Glenn Urquhart

Head of Operational Service Delivery @Verso Wealth Management

Manchester, GB

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Nov 2023 — Present

Head of Operational Service Delivery @Verso Wealth Management

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Verso WM is an Accredited Financial Planning Firm by the CISI and a CII corporate Chartered Financial Planner. Verso was named the number 1 UK financial advice firm in FT Adviser\'s Top 100 in 2025 and is a Citywire New Model Adviser Top 100 firm.Role includes:• Supporting integration of 5 acquisitions• Platform management• End-to-end multi-site wealth planning technology change project• Data and MI improvement projects enhancing efficiency and reporting

EDUCATION

1998 — 2002

The Manchester Metropolitan University

BSc(Hons)

SKILLS

InvestmentsBusiness TransformationBusiness RequirementsBusiness AnalysisProject DeliveryFinancial ServicesCrmSystems AnalysisBusiness Process ImprovementBusiness AlignmentIntegrationWealth ManagementRequirements AnalysisBusiness ProcessOperations ManagementRelationship ManagementStrategyBusiness Process MappingBusiness StrategySystems ManagementChange ManagementStakeholder ManagementBusiness Relationship ManagementRequirements GatheringProject PlanningUser Acceptance TestingProject ManagementManagementPrince2

ABOUT GLENN URQUHART

Five Wealth was founded in 2016 by five individuals, all with significant experience in…

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